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Upbound Group
UPBD

Overview Fund Activity

187 hedge funds and large institutions have $705M invested in Upbound Group in 2017 Q3 according to their latest regulatory filings, with 35 funds opening new positions, 59 increasing their positions, 59 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
187
Holders Change
+11
Holders Change %
+6.25%
% of All Funds
4.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.12%
New
35
Increased
59
Reduced
59
Closed
21
Calls
$20.3M
Puts
$97.7M
Net Calls
-$77.4M
Net Calls Change
-$22.6M

Top Buyers

1
ACM
Archer Capital Management
New York
$19.2M
2
Hudson Bay Capital Management
Hudson Bay Capital Management
Connecticut
$10.2M
3
Norges Bank
Norges Bank
Norway
$11.7M
4
HCM
Highbridge Capital Management
New York
$5.8M
5
AA
AQR Arbitrage
Connecticut
$5.29M

Top Sellers

1
GC
Gratia Capital
California
$2.64M
2
LSV Asset Management
LSV Asset Management
Illinois
$6.24M
3
Vanguard Group
Vanguard Group
Pennsylvania
$49.4M
4
Rafferty Asset Management
Rafferty Asset Management
New York
$0
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$11.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSV Asset Management
26
LSV Asset Management
Illinois
$6.24M -$7.54M -656,435 -55%
Ameriprise
27
Ameriprise
Minnesota
$5.83M +$1.11M +96,896 +24%
HCM
28
Highbridge Capital Management
New York
$5.8M +$5.8M +504,850 New
California Public Employees Retirement System
29
California Public Employees Retirement System
California
$5.65M -$92.9K -8,091 -2%
AA
30
AQR Arbitrage
Connecticut
$5.29M +$5.29M +460,357 New
WIC
31
Water Island Capital
New York
$5.17M +$5.17M +450,000 New
Geode Capital Management
32
Geode Capital Management
Massachusetts
$5.13M +$103K +8,950 +2%
RA
33
Royce & Associates
New York
$4.79M +$459K +40,000 +11%
Principal Financial Group
34
Principal Financial Group
Iowa
$4.62M -$30.5K -2,653 -0.7%
Wellington Management Group
35
Wellington Management Group
Massachusetts
$4.56M +$4.56M +397,322 New
Morgan Stanley
36
Morgan Stanley
New York
$4.51M +$3.66M +318,581 +430%
Envestnet Asset Management
37
Envestnet Asset Management
Illinois
$4.29M -$74.9K -6,525 -2%
Goldman Sachs
38
Goldman Sachs
New York
$4.29M -$1.22M -105,977 -22%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$4.19M +$3.44M +299,648 +461%
UCFA
40
United Capital Financial Advisors
Texas
$4.1M -$190K -16,556 -4%
GCP
41
GSA Capital Partners
United Kingdom
$3.82M -$1.21M -105,247 -24%
SIM
42
Spark Investment Management
New York
$3.76M +$3.76M +327,900 New
Jacobs Levy Equity Management
43
Jacobs Levy Equity Management
New Jersey
$3.71M +$868K +75,630 +31%
Axa
44
Axa
France
$2.78M +$2.45M +213,800 +748%
FWSM
45
First Wilshire Securities Management
California
$2.75M -$37.6K -3,275 -1%
GC
46
Gratia Capital
California
$2.64M -$9.35M -814,539 -78%
Two Sigma Advisers
47
Two Sigma Advisers
New York
$2.63M -$709K -61,800 -21%
Millennium Management
48
Millennium Management
New York
$2.44M +$1.86M +161,686 +319%
Legal & General Group
49
Legal & General Group
United Kingdom
$2.29M -$28.6K -2,492 -1%
NFA
50
Nationwide Fund Advisors
Ohio
$2.27M +$455K +39,612 +25%
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